Chartered Financial Planner

IDEX Consulting; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national Wealth Management business in Leeds is seeking a Chartered Financial Planner to join their experienced team. You will provide expert financial planning advice, proactively develop client relationships, and collaborate with an established investment team. Ideal candidates are proactive and possess extensive knowledge of high-risk financial advice. This position comes with full support in paraplanning and administration.

Qualifications

• Extensive knowledge of Financial Planning and complex/high-risk advice areas.
• Demonstrated ability to build and maintain professional relationships.
• Proactive and able to develop client relationships.

Responsibilities

• Provide in-depth knowledge of Financial Planning and client advice.
• Proactively develop new client relationships and maintain existing ones.
• Collaborate with the Investment Management team and provide successful client support.

Skills

Financial Planning expertise

Relationship building

Knowledge of EIS/VCT/Business Relief/IHT/Trusts

Education

Chartered Financial Planner qualification or equivalent

Job description

Overview

A national Wealth Management business is looking to hire a Chartered Financial Planner to their existing, long-standing team.

Due to continued increase in AUM and succession planning, high net worth (HNW) clients are available to inherit, helping you hit the ground running and quickly settle into the team.

Responsibilities

• Provide in-depth knowledge of Financial Planning and client advice, including complex and higher risk areas (e.g., EIS/VCT/Business Relief/IHT/Trusts).
• Proactively develop new client relationships and maintain relationships with professional introducers; attend network events as appropriate.
• Collaborate with an established Investment Management team; work with full paraplanning and administrative support.

Requirements

• Chartered Financial Planner qualification (or equivalent).
• Extensive knowledge of Financial Planning and complex/high-risk advice areas mentioned above.
• Proactive, with demonstrated ability to build and maintain professional relationships.

Office has collaborative approach and full paraplanning/administrative support.

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Diversity, Equity and Inclusion

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.